Wealthsource Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,162 shares of PHO stock, worth $290,008. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,162
Previous 4,390 5.19%
Holding current value
$290,008
Previous $233,000 8.58%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$49.77 - $61.28 $11,347 - $13,971
-228 Reduced 5.19%
4,162 $253,000
Q2 2023

Aug 14, 2023
SELL
$51.27 - $56.39 $4,768 - $5,244
-93 Reduced 2.07%
4,390 $247,000
Q2 2022

Aug 10, 2022
SELL
N/A
-315 Reduced 6.57%
4,483 $207,000
Q4 2020

Feb 12, 2021
BUY
N/A
4,798 New
4,798 $223,000
Q1 2020

May 12, 2020
SELL
N/A
-5,707 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
N/A
-9 Reduced 0.16%
5,707 $220,000
Q3 2019

Nov 15, 2019
SELL
N/A
-30 Reduced 0.52%
5,716 $209,000
Q2 2019

Aug 09, 2019
BUY
N/A
5,746 New
5,746 $205,000

Others Institutions Holding PHO

# of Institutions
381
Shares Held
12.1M
Call Options Held
14.8K
Put Options Held
9.9K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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